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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2276	B Bellecapital Zurich, Switzerland	$2.97M	+$126K	4	3.47%	Increased
2277	RIM Reliant Investment Management Memphis, Tennessee	$2.94M	+$271K	2	2.73%	Increased
2278	TCB Texas Capital Bancshares Dallas, Texas	$2.94M	+$83.7K	5	1.68%	Increased
2279	NCA NCM Capital Advisers Durham, North Carolina	$2.94M	-$2.31K	6	4.42%	Reduced
2280	LMAM Legg Mason Asset Management Tokyo, Japan	$2.93M	+$259K	5	2.06%	Increased
2281	AGM Alpine Global Management New York	$2.92M	+$1.99M	2	2.19%	Increased
2282	SEC Seven Eight Capital New York	$2.92M	-$253K	16	2.24%	Reduced
2283	VAM Visionary Asset Management Houston, Texas	$2.91M	+$198K	2	0.8%	Increased
2284	NERM New England Research & Management Chicago, Illinois	$2.91M	-$466K	5	2.54%	Reduced
2285	WA WealthTrust Axiom Wayne, Pennsylvania	$2.9M	+$26.8K	4	1.03%	Increased
2286	ICM IMS Capital Management Portland, Oregon	$2.9M	-$241K	4	3.36%	Reduced
2287	EI Excelsia Inc Savannah, Georgia	$2.88M	-$254K	2	4.75%	Reduced
2288	Horizon Investments Charlotte, North Carolina	$2.88M	+$422K	2	0.3%	Increased
2289	Prospera Financial Services Dallas, Texas	$2.87M	+$158K	4	0.77%	Increased
2290	HCM Hengehold Capital Management Cincinnati, Ohio	$2.87M	-$378	3	0.97%	Reduced
2291	FWM Focused Wealth Management Newburgh, New York	$2.87M	+$3.51K	12	2.2%	Increased
2292	LI Longer Investments Fayetteville, Arkansas	$2.85M	-$1.14M	2	2.31%	Reduced
2293	OL Orbitronix LP Newport Beach, California	$2.85M	+$762K	1	1.65%	Increased
2294	Needham Investment Management New York	$2.85M	-$409K	3	0.63%	Reduced
2295	BHB Bank Hapoalim BM Tel Aviv, Israel	$2.82M	-$203K	3	0.66%	Reduced
2296	DA Denali Advisors San Diego, California	$2.81M	$0	3	0.81%	Maintained
2297	PSC Prentiss Smith & Co Brattleboro, Vermont	$2.8M	-$109K	5	1.4%	Reduced
2298	UAS United Asset Strategies Garden City, New York	$2.8M	+$1.65M	4	1.25%	Increased
2299	AWS Aris Wealth Services State College, Pennsylvania	$2.79M	+$1.61M	4	3.46%	Increased
2300	ACM Axel Capital Management New York	$2.78M	+$2.71M	1	2.78%	Increased